Many individual tax returns are simple and routine with few complexities. In those instances, use this checklist as a tool to help prepare simple individual income tax returns (Form 1040, U.S. Individual Income Tax Return).
This checklist is an abbreviated version of the AICPA Tax Section’s Annual Tax Compliance Kit’s Form 1040 long checklist.
The AICPA Tax Section’s Annual Tax Compliance Kit provides a variety of resources to help you comply with tax laws and effectively serve your clients.